MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.84M
3
+$2.76M
4
UNH icon
UnitedHealth
UNH
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.21M

Top Sells

1
+$3.23M
2
+$3.02M
3
+$2.74M
4
MCK icon
McKesson
MCK
+$2.68M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.25M

Sector Composition

1 Technology 11.22%
2 Financials 10.31%
3 Consumer Discretionary 8.88%
4 Healthcare 8.48%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9K ﹤0.01%
111
602
$9K ﹤0.01%
312
-500
603
$9K ﹤0.01%
325
604
$9K ﹤0.01%
216
605
$9K ﹤0.01%
83
606
$9K ﹤0.01%
83
+23
607
$9K ﹤0.01%
91
-64
608
$9K ﹤0.01%
95
609
$9K ﹤0.01%
+471
610
$9K ﹤0.01%
574
611
$9K ﹤0.01%
141
612
$9K ﹤0.01%
569
+192
613
$8K ﹤0.01%
95
614
$8K ﹤0.01%
362
615
$8K ﹤0.01%
135
616
$8K ﹤0.01%
500
617
$8K ﹤0.01%
258
618
$8K ﹤0.01%
175
-142
619
$8K ﹤0.01%
100
620
$8K ﹤0.01%
202
621
$8K ﹤0.01%
+215
622
$8K ﹤0.01%
111
623
$8K ﹤0.01%
+464
624
$8K ﹤0.01%
+313
625
$8K ﹤0.01%
490
23 24
25
26 27